This relates to personal assets, and for those who are self-employed. If you own your own business, the value of this should NOT be included as “investments” or “other assets”. Please not that every question should be answered, showing “0” where applicable.
2. Include Bank and Building Society savings accounts, stock and shares and any other savings or investments. Copies of investment portfolios must be included with current market values.
3. Approximate market value of principal residence.
4. Please specify the market value of any additional properties that you own, other than your main residence. Details of property portfolios must be declared.any items of particular value, or property other than your main residence. Details of property portfolios must be declared.
5. Please provide the approximate market value of any car(s) owned.
a) Please state what make, model and year of registration and state whether owned or leased.
6. Please provide the market value of any other significant possessions owned (please include house contents, collections, paintings, jewellry, etc).
6a. Please state what possessions you have included.
7. Please provide details of ALL cash held at banks or elsewhere.
8. Please provide an approximate market value of any other assets.
8a. Please provide details of any insurance policies maturing in this or the last five tax years.
9. Please provide details of the net worth/value of any and all businesses which you own or share.
10. Please provide details of retained earnings or valuations of any and all businesses which are owned or of which you are a partner.
11. Please provide details of any redundancy or other termination payments received.
12. Please provide details of any and all monies that are owed to you.
13. Other assets not listed, e.g. share options, trust interest/assets held on your behalf by a third party, assists likely to be received in the foreseeable future, etc.